Curio Wealth’s Clarivate CLVT Stock Holding History

Curio Wealth’s Portfolio CLVT Stock Details CLVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8	Closed	-$20	–	278
2026 Q1	$20	Buy	+8	New	+$20	﹤0.01%	1216

Other funds holding CLVT

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

ENV

Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Curio Wealth's CLVT Position: Q2 2026 in Review

Curio Wealth sold out of Clarivate (CLVT) in Q2 2026, closing a stake of 8 shares — an estimated $20 sold.

Curio Wealth first reported a position in CLVT in Q1 2026 and held it in 1 quarter. The position peaked at $20 in Q1 2026. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

Curio Wealth reported no remaining Clarivate position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 8 Clarivate shares in Q2 2026, an estimated $20.
Curio Wealth first reported a position in Clarivate in Q1 2026 and held it in 1 quarter.
Curio Wealth's Clarivate position peaked at $20 in Q1 2026.
242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.